Blackstone Inc.
BX- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001393818
In the last 90 days, Blackstone Inc. insiders filed 1 open-market purchase and 4 sales; 2,158 institutions reported holding it in 13F filings for Q2 2026, worth $63.4B in total; 3 superinvestors hold it, including Markel Group and Soros Fund Management.
13F holders, Q1 2023
Institutional positions in Blackstone Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,561
- +38 vs. Q4 2022
- Shares held
- 459.0M
- +7.04M (+1.6%) vs. Q4 2022
- Total value
- $40.3B
- +$6.44B (+19.0%) vs. Q4 2022
- New holders
- 156
- 642 more added
- Sold out
- 118
- 547 more reduced
31 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,158 | $63.4B |
| Q1 2026 | 2,137 | $60.3B |
| Q4 2025 | 2,287 | $79.0B |
| Q3 2025 | 2,205 | $87.1B |
| Q2 2025 | 2,112 | $76.6B |
| Q1 2025 | 2,084 | $71.5B |
| Q4 2024 | 2,135 | $88.4B |
| Q3 2024 | 1,938 | $77.8B |
| Q2 2024 | 1,865 | $61.6B |
| Q1 2024 | 1,848 | $64.9B |
| Q4 2023 | 1,809 | $65.6B |
| Q3 2023 | 1,667 | $53.3B |
| Q2 2023 | 1,585 | $42.4B |
| Q1 2023 | 1,561 | $40.3B |
| Q4 2022 | 1,554 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,637 | $56.3B |
| Q3 2021 | 1,438 | $49.6B |
| Q2 2021 | 1,323 | $41.9B |
| Q1 2021 | 1,188 | $30.8B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cigna Investments Inc | 7,589 | $666.0K | 0.13% | −57−0.7% | Reduced |
| Atomi Financial Group, Inc. | 7,571 | $665.0K | 0.37% | +7,571 | New |
| Jeppson Wealth Management, LLC | 7,524 | $660.9K | 0.29% | −203−2.6% | Reduced |
| Paragon Private Wealth Management, LLC | 7,509 | $659.6K | 0.56% | +879+13.3% | Added |
| Ferguson Wellman Capital Management, Inc | 7,504 | $659.2K | 0.02% | −821−9.9% | Reduced |
| Element Pointe Advisors, LLC | 7,501 | $658.9K | 0.22% | +300+4.2% | Added |
| WNY Asset Management, LLC | 7,475 | $656.6K | 0.16% | −2,000−21.1% | Reduced |
| Brown Miller Wealth Management, LLC | 7,458 | $655.1K | 0.39% | +4+0.1% | Added |
| Sippican Capital Advisors | 7,454 | $654.8K | 0.63% | 00.0% | Unchanged |
| Diversified Trust Co | 7,451 | $654.5K | 0.03% | −4,001−34.9% | Reduced |
| Azimuth Capital Investment Management LLC | 7,450 | $654.4K | 0.03% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 7,451 | $654.0K | 0.46% | +1,835+32.7% | Added |
| Heirloom Wealth Management | 7,409 | $650.8K | 0.31% | −854−10.3% | Reduced |
| Choate Investment Advisors | 7,400 | $650.0K | 0.03% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 7,310 | $642.1K | 0.03% | −4,109−36.0% | Reduced |
| Hamilton Capital Partners Inc. | 7,300 | $641.2K | 0.23% | −5,100−41.1% | Reduced |
| Haverford Trust Co | 7,300 | $641.2K | 0.01% | −442−5.7% | Reduced |
| Sage Rhino Capital LLC | 7,299 | $641.1K | 0.19% | +7,299 | New |
| Schmidt P J Investment Management Inc | 7,294 | $635.6K | 0.13% | −941−11.4% | Reduced |
| David Loasby | 7,730 | $635.3K | 0.07% | +7,730 | New |
| EPG Wealth Management LLC | 7,216 | $633.9K | 0.20% | +1,836+34.1% | Added |
| Galvin, Gaustad & Stein, LLC | 7,206 | $633.0K | 0.06% | −314−4.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 7,150 | $628.1K | 0.01% | +590+9.0% | Added |
| Southland Equity Partners LLC | 7,109 | $624.4K | 0.25% | +489+7.4% | Added |
| Westwood Wealth Management | 7,100 | $623.7K | 0.58% | −1,650−18.9% | Reduced |
| Cladis Investment Advisory, LLC | 7,100 | $623.7K | 0.56% | −500−6.6% | Reduced |
| Alterity Financial Group, LLC | 7,086 | $622.4K | 0.91% | +244+3.6% | Added |
| Gables Capital Management Inc. | 7,080 | $621.9K | 0.43% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 7,072 | $621.3K | 0.25% | +7,072 | New |
| Focus Financial Network, Inc. | 7,028 | $617.3K | 0.04% | +109+1.6% | Added |
| Excalibur Management Corp | 7,008 | $615.6K | 0.32% | +39+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 7,007 | $615.5K | 0.33% | −112−1.6% | Reduced |
| Aspen Grove Capital, LLC | 7,003 | $615.1K | 0.27% | +272+4.0% | Added |
| Naviter Wealth, LLC | 7,001 | $615.0K | 0.22% | −10.0% | Reduced |
| Monetary Management Group Inc | 7,000 | $614.9K | 0.18% | 00.0% | Unchanged |
| LCNB Corp | 6,984 | $613.5K | 0.28% | +330+5.0% | Added |
| WealthTrust Axiom LLC | 6,971 | $612.4K | 0.21% | +24+0.3% | Added |
| Walker Asset Management, LLC | 6,964 | $611.7K | 0.53% | +215+3.2% | Added |
| St. Clair Advisors, LLC | 6,950 | $610.5K | 0.27% | +6,950 | New |
| Old National Bancorp | 6,914 | $607.3K | 0.02% | −956−12.1% | Reduced |
| Virtue Capital Management, LLC | 7,083 | $604.3K | 0.10% | +120+1.7% | Added |
| Pathway Financial Advisers, LLC | 6,875 | $603.8K | 0.24% | +1,733+33.7% | Added |
| XR Securities LLC | 6,869 | $603.4K | 0.85% | +1,033+17.7% | Added |
| Qtron Investments LLC | 6,866 | $603.1K | 0.12% | −1,389−16.8% | Reduced |
| South State Corp. | 6,835 | $600.4K | 0.06% | −281−3.9% | Reduced |
| Park Edge Advisors, LLC | 6,829 | $599.9K | 0.23% | +113+1.7% | Added |
| WBH Advisory Inc | 6,825 | $599.5K | 0.07% | +6,825 | New |
| First Pacific Advisors, LP | 6,800 | $597.3K | 0.01% | 00.0% | Unchanged |
| Element Wealth, LLC | 6,795 | $596.9K | 0.45% | +21+0.3% | Added |
| Addison Capital Co | 6,728 | $591.0K | 0.45% | −808−10.7% | Reduced |
| Hilltop Holdings Inc. | 6,692 | $587.8K | 0.08% | +3,249+94.4% | Added |
| Keybank National Association | 6,680 | $586.8K | 0.00% | +1,141+20.6% | Added |
| SRS Capital Advisors, Inc. | 6,676 | $586.4K | 0.08% | +31+0.5% | Added |
| Sweeney & Michel, LLC | 6,688 | $584.5K | 0.31% | +6,688 | New |
| RW Investment Management LLC | 6,600 | $579.7K | 0.16% | 00.0% | Unchanged |
| IAM Advisory, LLC | 6,478 | $569.1K | 0.20% | −540−7.7% | Reduced |
| Bayesian Capital Management, LP | 6,467 | $568.1K | 0.07% | +6,467 | New |
| InterOcean Capital Group, LLC | 6,465 | $567.9K | 0.02% | +182+2.9% | Added |
| Silverlake Wealth Management LLC | 6,456 | $567.1K | 0.34% | −2,126−24.8% | Reduced |
| Israel Discount Bank of New York | 6,441 | $565.8K | 0.42% | −310−4.6% | Reduced |
| Freestone Capital Holdings, LLC | 6,433 | $565.1K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6,418 | $563.8K | 0.36% | +2,383+59.1% | Added |
| NCM Capital Management, LLC | 6,414 | $563.0K | 0.42% | +300+4.9% | Added |
| Quad-Cities Investment Group, LLC | 6,363 | $559.0K | 0.39% | +4+0.1% | Added |
| Coastal Investment Advisors, Inc. | 6,361 | $558.7K | 0.14% | +50+0.8% | Added |
| Live Oak Investment Partners | – | $555.7K | 0.49% | – | – |
| Perennial Advisors, LLC | 6,288 | $552.3K | 0.16% | +1,708+37.3% | Added |
| Beaumont Asset Management, L.L.C. | 6,239 | $548.0K | 0.40% | −264−4.1% | Reduced |
| Wetherby Asset Management Inc | 6,238 | $548.0K | 0.03% | +2,448+64.6% | Added |
| BDO Wealth Advisors, LLC | 6,187 | $543.4K | 0.07% | +391+6.7% | Added |
| Van Cleef Asset Management,Inc | 6,161 | $541.2K | 0.08% | +10.0% | Added |
| Purus Wealth Management, LLC | 6,122 | $537.8K | 0.42% | −106−1.7% | Reduced |
| Forum Financial Management, LP | 6,121 | $537.7K | 0.02% | −598−8.9% | Reduced |
| Callan Capital, LLC | 6,107 | $536.4K | 0.06% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,099 | $535.8K | 0.05% | +100+1.7% | Added |
| Sax Wealth Advisors, LLC | 6,093 | $535.2K | 0.12% | +351+6.1% | Added |
| Overbrook Management Corp | 6,065 | $532.8K | 0.14% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 6,054 | $531.8K | 0.25% | −100−1.6% | Reduced |
| Waddell & Associates, LLC | 6,046 | $531.1K | 0.08% | +6,046 | New |
| Domani Wealth, LLC | 6,027 | $529.4K | 0.12% | +93+1.6% | Added |
| Signet Financial Management, LLC | 6,016 | $528.5K | 0.09% | +123+2.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $527.0K | 0.21% | 00.0% | Unchanged |
| First PREMIER Bank | 6,000 | $527.0K | 0.15% | −55−0.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,998 | $526.8K | 0.18% | +49+0.8% | Added |
| Old North State Trust, LLC | 5,966 | $524.0K | 0.36% | +405+7.3% | Added |
| Triumph Capital Management | 5,925 | $520.5K | 0.27% | −3,284−35.7% | Reduced |
| Balyasny Asset Management LLC | 5,915 | $519.6K | 0.00% | +5,915 | New |
| Soltis Investment Advisors LLC | 5,911 | $519.2K | 0.07% | −327−5.2% | Reduced |
| Heritage Wealth Advisors | 5,905 | $518.7K | 0.03% | −100−1.7% | Reduced |
| Veriti Management LLC | 5,893 | $517.6K | 0.06% | −577−8.9% | Reduced |
| Ropes Wealth Advisors LLC | 5,868 | $515.4K | 0.09% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 5,859 | $514.7K | 0.77% | +410+7.5% | Added |
| Alan B. Lancz & Associates, Inc. | 5,850 | $513.9K | 0.53% | 00.0% | Unchanged |
| Davis R M Inc | 5,838 | $513.0K | 0.01% | +30+0.5% | Added |
| Forte Capital LLC | 5,837 | $512.7K | 0.08% | −83−1.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 5,832 | $512.3K | 0.00% | −315−5.1% | Reduced |
| NTV Asset Management LLC | 5,790 | $508.6K | 0.09% | +1,000+20.9% | Added |
| Flputnam Investment Management Co | 5,750 | $505.0K | 0.02% | −670−10.4% | Reduced |
| TRUE Private Wealth Advisors | 5,746 | $504.7K | 0.07% | −566−9.0% | Reduced |
| Wealthsource Partners, LLC | 5,719 | $502.4K | 0.03% | −1,501−20.8% | Reduced |